Assessment Engineer’s Report RANCHO ENCANTADA/STONEBRIDGE ESTATES MAINTENANCE ASSESSMENT DISTRICT Annual Update for Fiscal Year 2013 under the provisions of the San Diego Maintenance Assessment District Ordinance of the San Diego Municipal Code and Landscaping & Lighting Act of 1972 of the California Streets & Highways Code Prepared For City of San Diego, California Prepared By EFS Engineering, Inc. P.O. Box 22370 San Diego, CA 92192-2370 (858) 752-3490 June 2012
This document is posted to help you gain knowledge. Please leave a comment to let me know what you think about it! Share it to your friends and learn new things together.
Transcript
Assessment Engineer’s Report
RANCHO ENCANTADA/STONEBRIDGE ESTATES MAINTENANCE ASSESSMENT DISTRICT
Annual Update for Fiscal Year 2013
under the provisions of the
San Diego Maintenance Assessment District Ordinance of the San Diego Municipal Code
and
Landscaping & Lighting Act of 1972 of the California Streets & Highways Code
Prepared For
City of San Diego, California
Prepared By
EFS Engineering, Inc. P.O. Box 22370
San Diego, CA 92192-2370 (858) 752-3490
June 2012
CITY OF SAN DIEGO
Mayor
Jerry Sanders
City Council Members
Sherri Lightner District 1
Carl DeMaio District 5
Kevin Faulconer District 2 (Council President Pro Tem)
Lorie Zapf District 6
Todd Gloria District 3
Marti Emerald District 7
Anthony Young District 4 (Council President)
David Alvarez District 8
City Attorney
Jan Goldsmith
Chief Operating Officer
Jay Goldstone
City Clerk
Elizabeth Maland
Independent Budget Analyst
Andrea Tevlin
City Engineer
James Nagelvoort
Assessment Engineer
EFS Engineering, Inc.
REN-Report(FY2013).doc
Assessment Engineer’s Report Rancho Encantada/Stonebridge Estates Maintenance Assessment District
Pursuant to the provisions of the “San Diego Maintenance Assessment District Ordinance” (being Division 2, Article 5, Chapter VI beginning at Section 65.0201 of the San Diego Municipal Code), provisions of the “Landscaping and Lighting Act of 1972” (being Part 2 of Division 15 of the California Streets and Highways Code), applicable provisions of “Proposition 218” (being Article XIIID of the California Constitution), and provisions of the “Proposition 218 Omnibus Implementation Act” (being California Senate Bill 919) (the aforementioned provisions are hereinafter referred to collectively as “Assessment Law”), in connection with the proceedings for the RANCHO ENCANTADA/STONEBRIDGE ESTATES MAINTENANCE ASSESSMENT DISTRICT (hereinafter referred to as “District”), EFS ENGINEERING, INC., as Assessment Engineer to the City of San Diego for these proceedings, submits herewith this report for the District as required by California Streets and Highways Code Section 22565.
FINAL APPROVAL, BY RESOLUTION NO. _________________ , ADOPTED BY THE CITY COUNCIL OF THE CITY OF SAN DIEGO, COUNTY OF SAN DIEGO, CALIFORNIA, ON THE _________ DAY OF ________________________, 2012.
Elizabeth Maland, CITY CLERK CITY OF SAN DIEGO STATE OF CALIFORNIA
Assessment Engineer’s Report Rancho Encantada/Stonebridge Estates Maintenance Assessment District
Assessment Engineer’s Report Rancho Encantada/Stonebridge Estates Maintenance Assessment District
City of San Diego 2 Annual Report – FY 2013
Executive Summary
Project: Rancho Encantada/Stonebridge Estates Maintenance Assessment District
Apportionment Method: Equivalent Benefit Unit (EBU)
FY 2012
FY 2013 (1)
Maximum (2)
Authorized
Total Parcels Assessed: 1,019 1,019 --
Total Estimated Assessment: $0.00 $0.00 --
Total Number of EBUs: 917.93 917.93 --
Assessment per EBU: $0.00 $0.00 $275.86 (3) (1) FY 2013 is the City’s Fiscal Year 2013, which begins July 1, 2012 and ends June 30, 2013. Total Parcels Assessed,
Total Estimated Assessment, and Total Number of EBUs may vary from prior fiscal year values due to parcel changes and/or land use re-classifications.
(2) Maximum authorized annual amounts subject to cost-indexing provisions as set forth in this Assessment Engineer’s Report.
(3) Prior fiscal year’s maximum authorized annual assessment increased by cost-indexing factor of 5.71%.
Annual Cost-Indexing: The maximum authorized assessment rate has been increased based on the approved annual cost-indexing provisions.
Bonds: No bonds will be issued in connection with this District.
Assessment Engineer’s Report Rancho Encantada/Stonebridge Estates Maintenance Assessment District
City of San Diego 3 Annual Report – FY 2013
Background
The Rancho Encantada-Stonebridge Estates Maintenance Assessment District (District) was approved by property owners and confirmed by City Council vote on December 6, 2005 (Resolution R-301141). The District’s primary role is to maintain Rancho Encantada Park #2, which is now known as Sycamore Canyon Park. A finding of special benefit was made because the additional park acreage would be over and above the population-based park requirement for the Rancho Encantada community planning area per General Plan standards. The District’s boundaries are defined primarily by developable land within the Rancho Encantada Precise Plan, which encompasses an estimated 2,700 acres and is bounded by the City of Poway to the north, Marine Corps Air Station Miramar to the south, the communities of Scripps-Miramar Ranch and Miramar Ranch North to the west, and Sycamore Canyon County Open Space to the east. The primary development within this area is Stonebridge Estates.
District Proceedings for Fiscal Year 2013
This District is authorized and administered under the provisions of the “San Diego Maintenance Assessment District Ordinance” (being Division 2, Article 5, Chapter VI beginning at Section 65.0201 of the San Diego Municipal Code), provisions of the “Landscaping and Lighting Act of 1972” (being Part 2 of Division 15 of the California Streets and Highways Code), applicable provisions of “Proposition 218” (being Article XIIID of the California Constitution), and provisions of the “Proposition 218 Omnibus Implementation Act” (being California Senate Bill 919) (the aforementioned provisions are hereinafter referred to collectively as “Assessment Law”). This report has been prepared in compliance with Assessment Law.
The purpose of the proposed proceedings and this Assessment Engineer’s Report is to update the District budget and assessments for Fiscal Year 2013. The Fiscal Year 2013 assessments proposed within this Assessment Engineer’s Report are equal to or less than the maximum authorized assessment. Therefore, the vote requirements of Section 4 of Article XIIID do not apply to these proceedings.
Assessment Engineer’s Report Rancho Encantada/Stonebridge Estates Maintenance Assessment District
City of San Diego 4 Annual Report – FY 2013
A public hearing will be scheduled where public testimony will be heard by the Council, and the Council may, at its discretion, adopt a resolution ordering the levying of the proposed assessments.
Bond Declaration
No bonds will be issued in connection with this District.
District Boundary
The boundary of the District coincides with the Rancho Encantada Precise Plan area. The Boundary Map and Assessment Diagram for the District are on file in the Maintenance Assessment Districts section of the Park and Recreation Department of the City of San Diego and by reference are made a part of this report. The Boundary Map and Assessment Diagram for the District are available for public inspection during normal business hours. A reduced copy of the Boundary Map is included as Exhibit A.
Project Description
The project to be funded by the proposed assessments is the maintenance of improvements associated with a six-acre park site referred to as “Sycamore Canyon Park” (see Figure 1). Identified park amenities include the following: tot lots, a full-size adult softball field, a little league ball field, a multi-purpose turf area, sports field light poles, security light poles, comfort stations, picnic tables, benches, drinking fountains, trash cans and container enclosures, parking stalls, fences, shrub areas, trees and brush management.
Maintenance activities include, but are not limited to, repair and/or replacement of permanent park fixtures (e.g., fences, sidewalks, ball fields, backstops, benches, bleachers, drinking fountains, sports field lights, parking lot, comfort station, tot lot, play equipment, etc.); litter control; fertilizing; irrigation and maintenance of irrigation components; weed control; pest control; pruning; planting; tree maintenance; gutter, sidewalk and hardtop cleaning; maintenance necessary for the health and appearance of the plant material; cleaning of brow ditches and activities necessary to address safety concerns. The District may also fund minor capital improvements to the extent such improvements are consistent with the apportionment
eshank
FIGURE 1
Assessment Engineer’s Report Rancho Encantada/Stonebridge Estates Maintenance Assessment District
City of San Diego 5 Annual Report – FY 2013
methodology.
The engineering drawings for the improvements to be maintained by the District are on file at Map and Records in the Development Services Department. The improvements and services provided by the District will be maintained in accordance with specifications and contracts on file with the Park and Recreation Department. These documents are available for public inspection during normal business hours.
Separation of General and Special Benefits
The proceeds from the assessment will be used to fund enhanced improvements, services and activities within the District that, in absence of the assessment, otherwise would not be provided at an enhanced level or frequency of service. The District will continue to receive the same level of general services provided to the public at large under City-funded and administered programs, as determined annually, for maintenance of public facilities and improvements (e.g., street trees, sidewalks, street lights, etc.), including street sweeping and graffiti removal on public property.
The City operates and maintains population-based parks as a “general benefit” provided to the public at large. Sycamore Canyon Park (proposed for maintenance) is over and above the population-based park requirement. The park, including its continued maintenance and upkeep, confers “special benefit” to the properties within the District by providing greater recreational opportunities to District residents and an aesthetic buffer within the subdivision. Incidental use and enjoyment of the park by others outside the District is estimated to be minor given that most of the neighboring communities have similar supplemental park facilities.
Cost Estimate
Estimated Costs
Estimated Fiscal Year 2013 annual expenses, revenues, reserves, and assessments (provided by the City) are included as Exhibit B hereto. Though not currently identified or quantified, fees collected for organized athletic activities and/or events at Sycamore Canyon Park`
Assessment Engineer’s Report Rancho Encantada/Stonebridge Estates Maintenance Assessment District
City of San Diego 6 Annual Report – FY 2013
may be allocated to the District fund to offset incidental use or maintenance attributable to others outside the District.
Annual Cost-Indexing
With the passage of Proposition 218, any proposed increase in assessments must be placed for approval before the property owners by a mail ballot and a public hearing process, similar to these proceedings. A majority of ballots received must be affirmative for the City Council to confirm and levy the increased assessments. For small assessment districts or districts with relatively low dollar assessments, the cost of an engineer’s report, balloting, and the public hearing process can potentially exceed the total cost of the increase. These incidental costs of the proceedings can be added to the assessments, resulting in even higher assessments.
Indexing assessments annually to the San Diego Consumer Price Index for Urban Consumers (SDCPI-U) plus 3%, as approved by the District property owners in Fiscal Year 2007, allows for minor increases for normal maintenance and operating cost escalation without incurring the costs of the Proposition 218 ballot proceedings. Any significant change in the assessment initiated by an increase in service provided or other significant changes to the District would still require the Proposition 218 proceedings and property owner approval. The maximum authorized assessment established in the Fiscal Year 2007 proceedings are authorized to be indexed (increased or decreased) annually by the factor published in the SDCPI-U plus 3%. The annual change in second half SDCPI-U values, as compiled by the U.S. Bureau of Labor Statistics (see www.bls.gov), for the prior year period was from 246.686 to 253.368 (a 2.71% increase). In accordance with the approved cost-indexing provisions, the maximum authorized assessment rates contained within this Assessment Engineer’s Report have been increased by 5.71%.
Method of Apportionment
Estimated Benefit of Improvements
Properties located within the District benefit from maintenance of Sycamore Canyon Park. As a dedicated public amenity over and above the population-based park requirement, the park facilitates greater
Assessment Engineer’s Report Rancho Encantada/Stonebridge Estates Maintenance Assessment District
City of San Diego 7 Annual Report – FY 2013
recreational opportunities to District residents and creates an aesthetic buffer within the subdivision. The presence of the park adds to the desirability and marketability of properties within the District, and further distinguishes the community from others in the City. These are the special benefits conferred upon each property within the District.
The Public Facilities and Services element of the Rancho Encantada Precise Plan and the general policy recommendations found in the City’s General Plan establish several goals and guidelines for the planned development of the community. The proposed improvements are consistent with these goals. The City’s General Plan and the Rancho Encantada Precise Plan support the establishment of community-based landscape improvement and maintenance districts, such as this District, to fund maintenance of enhanced improvements and services.
Apportionment Methodology
The total cost of maintenance of District improvements will be assessed to the various parcels in the District in proportion to the estimated Equivalent Benefit Units (EBUs) assigned to a parcel in relationship to the total EBUs of all the parcels in the District.
EBUs for each parcel have been determined as a function of two factors – a Land Use Factor and a Benefit Factor – related as shown in the following equation:
EBUs = (Acres or Units) x Land Use Factor x Benefit Factor
Each of these factors is discussed below. Parcels determined to receive no benefit from the District improvements have been assigned zero EBUs.
Land Use Factor
The identified District improvements are associated with the Public Facilities and Services element of Rancho Encantada Precise Plan and the Recreation element of the City’s General Plan. Trip generation rates (as previously established by the City’s Transportation Planning Section) have been used as the primary basis for assignment of relative benefit between the various land
Assessment Engineer’s Report Rancho Encantada/Stonebridge Estates Maintenance Assessment District
City of San Diego 8 Annual Report – FY 2013
uses within the District. While these trip generation rates address vehicular trips, they are also considered to approximately reflect the magnitude of other modes of transportation (e.g., pedestrian trips, bicycle trips, etc.), and corresponding intensity of use of public recreational facilities.
Trip generation rates provide the required nexus and basis for assigning relative proportionality of potential benefit to the various land use/zoning classifications (as defined by the City’s Municipal Code) within the District. Land use/zoning classifications have been grouped with averaged trip generation rates assigned to establish the Land Use Factors as shown in Table 1.
TABLE 1: Land Use Factors
Land Use/Zoning Code Land Use Factor (1)
Residential – Detached Single Family SFD 1.0 per dwelling unit
Residential – Condominium CND 0.7 per dwelling unit
Residential – Multi-Family & Apartment MFR 0.7 per dwelling unit
Commercial – Office & Retail COM 45.0 per acre
Educational – Primary & Secondary EPS 5.0 per acre
House of Worship CRH 2.8 per acre
Open Space (designated) OSP 0 per acre
Park – Undeveloped PKU 0.5 per acre
Street/Roadway STR 0 per acre
Undevelopable UND 0 per acre
Utility Facility UTL 3.0 per acre (1) Proportional to trip generation rates contained in the City of San Diego Trip Generation Manual dated
May 2003.
Designated Open Space serves primarily to preserve natural landscape and habitat. While access for study and passive recreation is often permitted, these activities are allowed only to the extent they are consistent with the primary purpose of natural preservation. Since this land is essentially “unused” in the customary terms of land use (which relate to human use and development), the trip generation rate is zero. Therefore, the designated Open Space itself receives no benefit from the District improvements and has been assigned a Land Use Factor of zero.
While those traveling the streets and roadways visually enjoy the
Assessment Engineer’s Report Rancho Encantada/Stonebridge Estates Maintenance Assessment District
City of San Diego 9 Annual Report – FY 2013
enhanced improvements being maintained by the District, the actual benefit accrues to the lands at the origins and destinations of their trips, not to the lands of the streets and roadways, themselves. Accordingly, the Streets/Roadways category receives no benefit and has been assigned a Land Use Factor of zero.
The Utility Facility category applies to utility infrastructure facilities, such as water tanks, pump stations, electric power transformer stations, communications facilities, etc. Utility company administrative offices are not included in this category.
Benefit Factor
The Land Use Factor described above establishes a proportionality of relative intensity of use (or potential use) for the various parcels of land within the District. It does not address the relationship of this use to the specific improvements to be maintained by the District. This relationship is reflected in the Benefit Factor utilized in the assessment methodology.
In determining the Benefit Factor for each land use category, the subcomponents of the benefits of District improvements may include some or all of the following: recreation, aesthetics, public safety, view corridors, commercial identity, and drainage. The components used for this District are: recreation and aesthetics.
As Benefit Factors and their subcomponents are intended to reflect the particular relationships between specific land uses within a district and the specific improvements maintained by the district, Benefit Factors will generally vary from one district to another, based on the specific character and nature of the applicable land uses and improvements being maintained.
For a given land use, the overall Benefit Factor is equal to the sum of the subcomponent values. If a land use category receives no benefit from a subcomponent, then a value of zero is assigned to that subcomponent. A composite Benefit Factor of 1.0 indicates that full benefit is received. A value less than 1.0 indicates that less than full benefit is received.
The applicable benefit subcomponents and resultant composite Benefit Factors determined for the various Land Use/Zoning
Assessment Engineer’s Report Rancho Encantada/Stonebridge Estates Maintenance Assessment District
City of San Diego 10 Annual Report – FY 2013
categories within this District are as shown in Table 2.
TABLE 2: Benefit Factors by Land Use
Land Use/Zoning
Recreation
(Max. 0.8)
Aesthetics (Max. 0.2)
Benefit Factor
(Max. 1.0)
Residential – All 0.8 0.2 1.0
Commercial – Office & Retail 0.2 0.2 0.4
Educational – Primary & Secondary 0.2 0.1 0.3
House of Worship 0.2 0.1 0.3
Open Space (designated) 0.0 0.0 0.0
Park – Undeveloped 0.0 0.1 0.1
Street/Roadway 0.0 0.0 0.0
Undevelopable 0.0 0.0 0.0
Utility Facility 0.0 0.1 0.1
Recreation. The degree of recreational benefit received from the District improvements varies among land use categories. Clearly, Residential lands receive the greatest benefit from the additional recreational amenities potential. Lands in the Commercial, Educational and House of Worship categories receive a lesser degree of recreational benefit from fairly limited use of such facilities. Lands in the Open Space, Parks, Street/Roadway, Undevelopable and Utility Facility categories are considered to receive no significant benefit from the recreational aspects of the District improvements, as such enhancements do not affect their function, use, or value.
Aesthetics. The degree of benefit received from the aesthetic aspect of the District improvements also varies among land use categories. Generally, by nature of their use, Residential and Commercial lands receive the greatest benefit from aesthetic enhancement projects. Lands in the Educational, House of Worship, Open Space, Parks, Street/Roadway, Undevelopable and Utility Facility categories are considered to receive less significant benefit from the aesthetic aspects of the District improvements, as such enhancements do not affect their function, use, or value.
Assessment Engineer’s Report Rancho Encantada/Stonebridge Estates Maintenance Assessment District
City of San Diego 11 Annual Report – FY 2013
Sample Calculations
As described above, the number of Equivalent Benefit Units (EBUs) assigned to each parcel in the District has been calculated based on each parcel’s land use and the identified apportionment factors, as shown in the following equation:
EBUs = (Acres or Units) x Land Use Factor x Benefit Factor
Shown below are sample EBU calculations for several common land uses found in the District.
1 Single-Family Residence EBUs = 1 unit x 1.00 x 1.00 = 1.00 EBUs
10-unit Apartment Complex EBUs = 10 units x 0.70 x 1.00 = 7.00 EBUs
2-acre Elementary School EBUs = 2.00 acres x 5.00 x 0.20 = 2.00 EBUs
5-acre Park without Recreation Center EBUs = 5.00 acres x 0.50 x 0.10 = 0.25 EBUs
The total assessment for each parcel in the District is based on the calculated EBUs for the parcel and the applicable unit assessment rate, as shown in the following equation:
Total Assessment = Total EBUs x Unit Assessment Rate
Based on the above formula, the EBUs calculated for each property, can be found in the Assessment Roll (Exhibit C).
Assessment Engineer’s Report Rancho Encantada/Stonebridge Estates Maintenance Assessment District
City of San Diego 12 Annual Report – FY 2013
Summary Results
The District Boundary is presented in Exhibit A.
An estimate of the costs of the improvements provided by the District is included as Exhibit B to this report.
The assessment methodology utilized is as described in the text of this report. Based on this methodology, the EBUs and Fiscal Year 2013 District assessment for each parcel were calculated and are shown in the Assessment Roll (Exhibit C).
Each lot or parcel of land within the District has been identified by unique County Assessor’s Parcel Number on the Assessment Roll and the Boundary Map and Assessment Diagram referenced herein. The net assessment for each parcel for Fiscal Year 2013 can be found on the Assessment Roll.
This report has been prepared and respectfully submitted by:
EFS ENGINEERING, INC.
Eugene F. Shank, PE C 52792
Sharon F. Risse
I, ________________________________, as CITY CLERK of the CITY OF SAN DIEGO, COUNTY OF SAN DIEGO, CALIFORNIA, do hereby certify that the Assessment as shown on the Assessment Roll, together with the Assessment Diagram, both of which are incorporated into this report, were filed in my office on the _____ day of _____________________, 2012.
Elizabeth Maland, CITY CLERK CITY OF SAN DIEGO STATE OF CALIFORNIA
I, ________________________________, as CITY CLERK of the CITY OF SAN DIEGO, COUNTY OF SAN DIEGO, CALIFORNIA, do hereby certify that the foregoing Assessment, together with the Assessment Diagram incorporated into this report, was approved and confirmed by the CITY COUNCIL of said City on the _____ day of _____________________, 2012.
Elizabeth Maland, CITY CLERK CITY OF SAN DIEGO STATE OF CALIFORNIA
EXHIBIT A
SHEET 2
SHEET 6SHEET 5 SHEET 8SHEET 7
SHEET 4SHEET 3
SHEET 9
SCRIPPS POWAY PKWY
POMERADO RD
BEELER CANYON RD
STONEBRIDGE PKWY
SycamoreCanyon
Park
EX
HIB
IT A
AN
AS
SE
SS
ME
NT
WA
S L
EV
IED
BY
TH
E C
ITY
CO
UN
CIL
OF
TH
E C
ITY
OF
SA
N D
IEG
O O
N T
HE
LO
TS
, PIE
CE
S,
AN
D P
AR
CE
LS O
F L
AN
D S
HO
WN
ON
TH
ISA
SS
ES
SM
EN
T D
IAG
RA
M.
SA
ID A
SS
ES
SM
EN
T W
AS
LEV
IED
ON
TH
E _
____
DA
Y O
F _
____
____
____
____
___
,20
05;
SA
ID A
SS
ES
SM
EN
T D
IAG
RA
M A
ND
TH
EA
SS
ES
SM
EN
T R
OLL
WE
RE
RE
CO
RD
ED
IN
TH
EO
FF
ICE
OF
TH
E S
UP
ER
INT
EN
DE
NT
OF
ST
RE
ET
S O
FT
HE
CIT
Y O
F S
AN
DIE
GO
, ST
AT
E O
F C
ALI
FO
RN
IAO
N T
HE
___
__ D
AY
OF
___
____
____
____
____
_ , 2
005.
RE
FE
RE
NC
E IS
MA
DE
TO
TH
E A
SS
ES
SM
EN
T R
OLL
RE
CO
RD
ED
IN T
HE
OF
FIC
E O
F T
HE
SU
PE
RIN
TE
ND
EN
TO
F S
TR
EE
TS
FO
R T
HE
EX
AC
T A
MO
UN
T O
F E
AC
HA
SS
ES
SM
EN
T L
EV
IED
AG
AIN
ST
EA
CH
PA
RC
EL
OF
LAN
D S
HO
WN
ON
TH
IS A
SS
ES
SM
EN
T D
IAG
RA
M.
I H
ER
EB
Y C
ER
TIF
Y T
HA
T T
HE
WIT
HIN
MA
PS
HO
WIN
G P
RO
PO
SE
D B
OU
ND
AR
IES
OF
TH
ER
AN
CH
O E
NC
AN
TA
DA
/ST
ON
EB
RID
GE
ES
TA
TE
SM
AIN
TE
NA
NC
E A
SS
ES
SM
EN
T D
IST
RIC
T, C
ITY
OF
SA
N D
IEG
O, S
TA
TE
OF
CA
LIF
OR
NIA
, WA
SA
PP
RO
VE
D B
Y T
HE
CIT
Y C
OU
NC
IL A
T A
RE
GU
LAR
ME
ET
ING
TH
ER
EO
F, H
ELD
ON
TH
E__
__ D
AY
OF
___
____
____
____
__ ,
200
5, B
Y IT
SR
ES
OLU
TIO
N N
O.
____
____
____
___
.
* REF
ER T
O T
HE E
NGIN
EER'
S RE
PORT
AND
REF
EREN
CED
DOCU
MEN
TS
FOR
DESC
RIPT
ION
OF
IMPR
OVE
MEN
TS A
ND S
ERVI
CES.
Par
cel L
ine
Impr
ovem
ent A
reas
*
Dis
tric
t B
ound
ary
LEG
EN
D:
____
____
____
____
____
____
____
____
____
____
LIZ
MA
LAN
D,
CIT
Y C
LER
KC
ITY
OF
SA
N D
IEG
OS
TA
TE
OF
CA
LIF
OR
NIA
NO
TE
:F
OR
A D
ET
AIL
ED
DE
SC
RIP
TIO
N O
F T
HE
LIN
ES
AN
DD
IME
NS
ION
S O
F L
OT
S O
R P
AR
CE
LS S
HO
WN
ON
TH
IS M
AP
, R
EF
ER
TO
TH
E C
OU
NT
Y A
SS
ES
SO
R'S
MA
PS
WH
ICH
SH
ALL
GO
VE
RN
WIT
H R
ES
PE
CT
TO
ALL
DE
TA
ILS
CO
NC
ER
NIN
G T
HE
LIN
ES
AN
DD
IME
NS
ION
S O
F S
UC
H L
OT
S O
R P
AR
CE
LS.
PR
EP
AR
ED
BY
:
BO
YLE
EN
GIN
EE
RIN
G C
OR
PO
RA
TIO
N78
07 C
onvo
y Co
urt,
Suite
200
, San
Die
go, C
alifo
rnia
921
11 (
858)
268
-808
0
____
____
____
____
____
____
____
____
____
____
LIZ
MA
LAN
D,
CIT
Y C
LER
KC
ITY
OF
SA
N D
IEG
OS
TA
TE
OF
CA
LIF
OR
NIA
FIL
ED
IN T
HE
OF
FIC
E O
F T
HE
CIT
Y C
LER
K O
FT
HE
CIT
Y O
F S
AN
DIE
GO
, ST
AT
E O
F C
ALI
FO
RN
IA,
TH
IS _
____
DA
Y O
F _
____
____
____
____
___
, 200
5.
BO
UN
DA
RY
MA
P
CIT
Y O
FSA
N D
IEG
OM
AIN
TE
NA
NC
E A
SSE
SSM
EN
T D
IST
RIC
T
RA
NC
HO
EN
CA
NT
AD
A/S
TO
NE
BR
IDG
E E
STA
TE
S
RE
VS
:D
AT
E:
AU
G 2
005
W.O
.
SOUR
CE: S
anG
IS, C
ity o
f San
Die
go, S
ANDA
G, a
nd B
oyle
Eng
inee
ring
Corp
orat
ion.
N
EW
S
EXHIBIT B
EXHIBIT BPark and Recreation Department - Open Space Division
Maintenance Assessment Districts Program Summary of Fiscal Year 2013 (07-01-12 to 06-30-13) Proposed Budget
District ReservesBeginning Fund Balance 370,326.29$ 371,395.86$ 372,265.86$
Change in Fund Balance 1,069.57$ 870.00$ (41,510.00)$ Year End Operating Reserves 371,395.86$ 372,265.86$ 330,755.86$
(1) Based on 6 months of Labor and Fringe for .15 FTE GMM (6 hours per week).(2) Special assessments suspended.
SAP Fund 200101
(1) Based on 6 months of Labor and Fringe for .15 FTE GMM (6 hours per week).(2) Special assessment suspended.
EXHIBIT C
ASSESSMENT ENGINEER’S REPORT ASSESSMENT ROLL
The undersigned, pursuant to the “Maintenance Assessment Districts Ordinance” (Division 2, Article 5, Chapter VI beginning at Section 65.0201 of the San Diego Municipal Code), the “Landscaping and Lighting Act of 1972” (Part 2, Division 15 of the California Streets and Highways Code), applicable provisions of “Proposition 218” (Article XIIID of the California Constitution), and the “Proposition 218 Omnibus Implementation Act” (California Senate Bill 919) (the aforementioned provisions are hereinafter referred to collectively as “Assessment Law”), does hereby submit the following:
1. Pursuant to the provisions of Assessment Law and the Resolution of Intention, we have assessed the costs and expenses of the works of improvement (maintenance) to be performed in the Assessment District upon the parcels of land in the Assessment District benefited thereby in direct proportion and relation to the estimated benefits to be received by each of said parcels. For particulars as to the identification of said parcels, reference is made to the Boundary Map & Assessment Diagram on file in the Maintenance Assessment Districts Section of the Park and Recreation Department of the City of San Diego. A copy of the Boundary Map is included in the Assessment Engineer’s Report as Exhibit A.
2. The Assessment Diagram included in this report shows the Assessment District, as well as the boundaries and dimensions of the respective parcels and subdivisions of land within the Assessment District, the same as existed at the time of the passage of the Resolution of Intention, each of which subdivisions of land or parcels or lots respectively have been given a separate number upon the Assessment Diagram and in the Assessment Roll (Exhibit C).
3. By virtue of the authority contained in said Assessment Law, and by further direction and order of the legislative body, we hereby make the following assessment to cover the costs and expenses of the works of improvement (maintenance) for the Assessment District based on the costs and expenses as set forth in the Assessment Engineer’s Report.
For particulars as to the individual assessments and their descriptions, reference is made to the Assessment Roll (Exhibit C) attached hereto.
DATED: ________________, 2012 EFS ENGINEERING, INC.
By: Eugene F. Shank, PE C 52792
By: Sharon F. Risse
EXHIBIT C - Assessment Roll (Fiscal Year 2013)Rancho Encantada/Stonebridge Estates Maintenance Assessment District
Parcel Acres/ Land Assessment Factors Total Unit Cost FY 2013 (4)
Number Units (1) Use (2) Land Use (2) Benefit (3) EBUs ($/EBU) Assessment Owner Name
325 170 04 00 1.00 SFD 1.00 1.00 1.00 $0.00 $0.00 Toll Ca Xix L P
325 170 05 00 1.00 SFD 1.00 1.00 1.00 $0.00 $0.00 Toll Ca Xix L P
325 170 06 00 1.00 SFD 1.00 1.00 1.00 $0.00 $0.00 Toll Ca Xix L P
325 170 10 00 1.00 SFD 1.00 1.00 1.00 $0.00 $0.00 Toll Ca Xix L P
REN-Exhibits(FY2013).xls / Exhibit C Page 19 of 20 5/25/2012
EXHIBIT C - Assessment Roll (Fiscal Year 2013)Rancho Encantada/Stonebridge Estates Maintenance Assessment District
Parcel Acres/ Land Assessment Factors Total Unit Cost FY 2013 (4)
Number Units (1) Use (2) Land Use (2) Benefit (3) EBUs ($/EBU) Assessment Owner Name
325 170 11 00 1.00 SFD 1.00 1.00 1.00 $0.00 $0.00 Toll Ca Xix L P
325 170 12 00 1.00 SFD 1.00 1.00 1.00 $0.00 $0.00 Toll Ca Xix L P
325 170 13 00 1.00 SFD 1.00 1.00 1.00 $0.00 $0.00 Toll Ca Xix L P
325 170 14 00 1.00 SFD 1.00 1.00 1.00 $0.00 $0.00 Toll Ca Xix L P
325 170 15 00 1.00 SFD 1.00 1.00 1.00 $0.00 $0.00 Toll Ca Xix L P
325 170 16 00 1.00 SFD 1.00 1.00 1.00 $0.00 $0.00 Toll Ca Xix L P
325 170 17 00 1.00 SFD 1.00 1.00 1.00 $0.00 $0.00 Toll Ca Xix L P
325 170 18 00 1.00 SFD 1.00 1.00 1.00 $0.00 $0.00 Toll Ca Xix L P
325 170 19 00 1.00 SFD 1.00 1.00 1.00 $0.00 $0.00 Toll Ca Xix L P
325 170 20 00 1.00 SFD 1.00 1.00 1.00 $0.00 $0.00 Toll Ca Xix L P
325 170 21 00 1.00 SFD 1.00 1.00 1.00 $0.00 $0.00 Toll Ca Xix L P
325 170 22 00 1.00 SFD 1.00 1.00 1.00 $0.00 $0.00 Toll Ca Xix L P
325 170 23 00 1.00 SFD 1.00 1.00 1.00 $0.00 $0.00 Toll Ca Xix L P
325 170 24 00 1.00 SFD 1.00 1.00 1.00 $0.00 $0.00 Toll Ca Xix L P
325 170 25 00 1.00 SFD 1.00 1.00 1.00 $0.00 $0.00 Toll Ca Xix L P
325 170 26 00 1.00 SFD 1.00 1.00 1.00 $0.00 $0.00 Toll Ca Xix L P
325 170 27 00 1.00 SFD 1.00 1.00 1.00 $0.00 $0.00 Toll Ca Xix L P
325 170 28 00 1.00 SFD 1.00 1.00 1.00 $0.00 $0.00 Toll Ca Xix L P
325 170 29 00 1.00 SFD 1.00 1.00 1.00 $0.00 $0.00 Toll Ca Xix L P
325 170 30 00 1.00 SFD 1.00 1.00 1.00 $0.00 $0.00 Toll Ca Xix L P
325 170 31 00 1.00 SFD 1.00 1.00 1.00 $0.00 $0.00 Toll Ca Xix L P
325 170 35 00 0.01 OSP 0.00 0.00 0.00 $0.00 $0.00 Toll Ca Xix L P
325 170 36 00 1.00 SFD 1.00 1.00 1.00 $0.00 $0.00 Toll Ca Xix L P
325 170 37 00 1.00 SFD 1.00 1.00 1.00 $0.00 $0.00 Toll Ca Xix L P
325 170 38 00 1.00 SFD 1.00 1.00 1.00 $0.00 $0.00 Toll Ca Xix L P
325 170 39 00 1.00 SFD 1.00 1.00 1.00 $0.00 $0.00 Toll Ca Xix L P
325 170 40 00 1.00 SFD 1.00 1.00 1.00 $0.00 $0.00 Toll Ca Xix L P
325 170 41 00 1.00 SFD 1.00 1.00 1.00 $0.00 $0.00 Toll Ca Xix L P
325 170 42 00 1.00 SFD 1.00 1.00 1.00 $0.00 $0.00 Toll Ca Xix L P
325 170 43 00 1.00 SFD 1.00 1.00 1.00 $0.00 $0.00 Toll Ca Xix L P
325 170 44 00 21.55 OSP 0.00 0.00 0.00 $0.00 $0.00 Sycamore Estates L L C
TOTAL - - - - 917.93 - $0
(1) Applicable units (acres or dwelling units) dependent upon Land Use Code.(2) Refer to Assessment Engineer's Report for descriptions of Land Use Code and Land Use Factor.(3) Refer to Assessment Engineer's Report for applicable Benefit Factor.(4) FY 2013 is the City's Fiscal Year 2013, which begins July 1, 2012 and ends June 30, 2013.
REN-Exhibits(FY2013).xls / Exhibit C Page 20 of 20 5/25/2012